Customer.io · 18 hours ago
Sales Operations Analyst
United States
Full-time
Remote
Entry, Mid Level
$90K/yr - $100K/yr
2+ years expCustomer.io is a leading platform for automated communication used by over 8,000 companies. As a Sales Operations Analyst, you will optimize the sales funnel, streamline processes, and ensure visibility and tools for the go-to-market teams to excel.
Digital MediaProduct SearchSaaSSoftware
Responsibilities
Partner with Sales leadership to analyze, optimize, and operationalize the sales funnel, from prospecting through closed-won, ensuring visibility into performance at every stage
Develop and maintain sales dashboards, reports, and KPIs to track pipeline health, conversion rates, forecasting accuracy, and rep productivity
Own CRM processes (Salesforce) to ensure accurate data capture, hygiene, and compliance with sales processes and SLAs
Support ad hoc analysis and campaign targeting requests with scalable, repeatable reporting processes
Support and improve lead and account routing logic to ensure speed-to-lead and alignment with go-to-market strategy
Partner with Systems Admins to deploy and maintain Salesforce enhancements and related sales tools, supporting the evolving needs of the sales organization
Serve as the point of contact for sales tooling—monitoring performance, troubleshooting issues, and coordinating fixes as needed
Support territory planning and account ownership within the CRM, ensuring accurate assignments and clean data
Conduct process audits and identify opportunities for automation and scalability within core GTM workflows
Collaborate with stakeholders in Sales, Marketing, and RevOps to streamline lead routing, territory assignments, and opportunity management
Support forecasting and pipeline management, ensuring consistent methodology and high confidence in reported data
Coordinate cross-functional projects that impact the sales organization (e.g., rollout of new tools, process changes)
Document and maintain sales processes to drive clarity and alignment across teams
Qualification
Required
Strong understanding of GTM processes, including lead management, sales stages, and routing logic
Experience as a Salesforce system administrator with Lightning UX (or equivalent experience)
Excellent documentation skills with high attention to detail and clarity
Proficiency in project management and documentation tools (e.g., Notion, Linear)
Strong analytical and problem-solving skills, with the ability to interpret data, map processes, and translate insights into action
Highly collaborative and people-oriented, with strong communication skills and the ability to work cross-functionally
Ownership mindset with a track record of planning, executing, and delivering projects end to end in a fast-paced environment
Requires 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical/process-driven role
Preferred
Experience with process mapping tools (e.g., Miro) is a plus
Hands-on experience with sales and marketing tooling (e.g., marketing automation platforms, PlanHat, LinkedSquares, RevenueHero, Gong, or similar) preferred
Benefits
100% coverage of medical, dental, vision, mental health, and supplemental insurance premiums for you and your family.
16 weeks paid parental leave
Unlimited PTO
Stipends for remote work and wellness
A professional development budget
Company
Customer.io
Customer.io enables users to send newsletters to selected segments of customers using their website data.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$9.8MKey Investors
Spectrum EquityOregon Venture Fund
2022-03-08Series A
2021-06-24Equity Crowdfunding· $5M
2017-03-24Seed· $2.9M
Leadership Team
Colin Nederkoorn
Founder & CEO
John Allison
CoFounder, Board Member, CTO Emeritus
Recent News
2025-11-05
SearchEngineLand
2025-11-02
2025-04-10
Company data provided by crunchbase